Section
Credit
294 posts
Barry Allan: How do credit markets behave?
Credit markets are a part of the fixed income market that most investors, professional ones too, have never…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Barry Allan: What Sets You Apart as a Fixed Income Asset Manager?
Barry Allan started DMAT Capital Management in 2019 shortly after his departure from Marret Asset Management, so that…
Waiting for the Last Dance
The Hazards of Asset Allocation in a Late-stage Major Bubble by Jeremy Grantham, GMO Executive Summary The long,…
Barry Allan: Reaching for Yield in the Worst Risk/Reward Period Ever?
Barry Allan has been a portfolio manager in and around the fixed income complex in Canada for 38…
Emerging-Market Sovereigns: Pandemic Aftermath Sets Stage for Cyclical Uplift
by Shamaila Khan, AllianceBernstein In a global pandemic, everyone is in the same storm, but they aren’t in…
Barry Allan: The Current State of Fixed Income
Barry Allan has returned to the credit and fixed income management fray. In the midst of what looks…
2021 Outlook: Bond Investing in the Wake of COVID-19
by Scott DiMaggio, AllianceBernstein It’s hard not to start 2021 with a sigh of relief. COVID-19 vaccines have…
Technically Speaking: Charting 2020 – A Year Of Speculative Mania
by Lance Roberts, RIA As we prepare to wrap up the year, 2020 will go down in the…
Fixed income outlook: How to use bonds in a bumpy recovery
by Pramod Atluri, Mike Gitlin, and Karl Zeile, Capital International Asset Management Bonds offer balance in times of…
Joe Zidle: Corporate Bonds – Priced for Perfection
by Joe Zidle, Blackstone For yield, I believe traditional corporate bonds aren't the best answer for investors right…
A Year of Stark Contrasts
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Navigating markets in this year of vulnerable…
The Song Remains the Same: Fed Keeps Rates/Balance Sheet Steady
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Company Ltd. Key Points The FOMC kept rates…
Schwab Market Perspective: Watching the Wheels
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab & Company Encouraging news about COVID-19 vaccines has…
Could Chinese Bond Defaults Benefit Investors in the Long Run?
by Jenny Zeng, Co-Head, Asia Pacific Fixed Income, AllianceBernstein Recent bond defaults by state-owned enterprises (SOEs) have roiled…
Five Charts that Make the Case for a Bull Market in Commodities
by Martin Pring, Pring Turner Capital Group A year ago, as the economy was emerging from its third…
